See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,383 | $175,202+49.8% | $149,673+75.3% | $139,434+88.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.27% | 166.71%-150.4pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $17,377 | $5,474+217.4% | $4,818+260.7% | $4,751+265.8% |
| Participant deferral / active EE | $7,438 | $6,519+14.1% | $5,680+30.9% | $6,710+10.8% |
| Admin fee / account holder | $85,893 | $16,150+431.8% | $13,210+550.2% | $11,403+653.3% |